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KEYHOUSE ANALYTICS INC.

Advisory

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in FL

#1,989

of 2,610 advisers by AUM

AUM CAGR, 3 year

0.0%

compound annual growth

Average account

$492K

across 42 accounts

AUM per adviser

$21M

1 adviser

Filing history

8

filings since 2018

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

0.0%

Employees

1

Assets Under Management

Total AUM$21M

Discretionary AUM$21M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients21

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Filing History

Total Filings on Record8

First FilingFeb 27, 2018

Latest FilingMar 17, 2026

Full AUM trend chart and 8 historical filings spanning 8+ years

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Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL

Succession Risk

Lower risk

Composite band across five pillars

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

19th percentile

Composite rank among FL advisers

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

21 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

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GUITIAN WEALTH MANAGEMENT, LLC

CORAL GABLES, FL

$21M

DIVERSIFIED CAPITAL CORP.

$20M

CRUZAN & ASSOCIATES LLC

$21M

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